Staff member properties Planned Allocations

[Anon Anon]

Hi there,

I've just started working with Clarity V13.1 and I'm trying to add a couple of fields to the planned allocations section on the staff member properties for an investment.

To provide a bit of quick reasoning, team members can be funded either externally (charged out) or internally and this percentage can vary across the life of a project so we need to be able to set this info in time slices (see screen shot).

Any advice on how to do this, or other ways of achieving this greatly appreciated.

Many thanks,
David

[Anon Anon]

Hello David,

The planned allocation section cannot be configured. You cannot add fields to it.

Regards

[Deactivated User]

If you cannot do that then you can add a section above it. See
97591249
The dates in that section are not connected to the allocation dates, but you do have time scaled values. Are they in the are where you need them?

Martti K.

[Atul.Kunkulol]

David

I like the link which Martti has posted. But if that does not work.. a few other options for you..

If the percentage does not change over the life of the project -
You could do this by joining the time slice table and the odf_ca_team table. The values for internal and external can be derived by slice value for the day * percentage from the team value. That way, you have not changed the out-of-box functionality but still get the desired results


If the percentage does change over the life of the project -
This is one of the ways you could approach it..
1. Create a custom object which will link to the team object. Unfortunately you cannot create a subobject to team but you can create a numeric field in the custom object and create dependent lookup to the team by providing the project code.
2. Add fields from date and to date and internal/external percentages to the custom object

Populate the table with some sample data for one project.

The create the query - Read the allocation slices for each day, multiply by the percentage for that day (from the custom table) and get the internal/external allocation hours. If you need the cost, then you have mulitply with the rates from the rate matrix table. Create a portlet to display the results.
Complicated solution but will provide the desired results without customizing the clarity code.